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1,919 hedge funds and large institutions have $148B invested in Verizon in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 887 increasing their positions, 758 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

17% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 758

5% more capital invested

Capital invested by funds: $140B → $148B (+$7.31B)

5% more funds holding in top 10

Funds holding in top 10: 280294 (+14)

1% more funds holding

Funds holding: 1,9031,919 (+16)

0.67% less ownership

Funds ownership: 65.65%64.98% (-0.67%)

5% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $2.63B

Holders
1,919
Holders Change
+16
Holders Change %
+0.84%
% of All Funds
51.19%
Holding in Top 10
294
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+5%
% of All Funds
7.84%
New
92
Increased
887
Reduced
758
Closed
59
Calls
$2.51B
Puts
$2.63B
Net Calls
-$119M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
751
Sterneck Capital Management
Missouri
$5.48M -$528K -10,170 -9%
BAS
752
Brown Advisory Securities
Maryland
$5.48M +$57.1K +1,100 +1%
CWM
753
Cabot Wealth Management
Massachusetts
$5.46M +$33.5K +645 +0.7%
VV
754
Verity & Verity
South Carolina
$5.44M +$53.8K +1,037 +1%
HDIM
755
Hanson & Doremus Investment Management
Vermont
$5.41M -$14.3K -276 -0.3%
BFA
756
Bragg Financial Advisors
North Carolina
$5.41M +$171K +3,300 +4%
CFSG
757
Community Financial Services Group
Vermont
$5.37M -$92.1K -1,776 -2%
OCM
758
Olstein Capital Management
New York
$5.36M -$519K -10,000 -9%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M +$103K +1,994 +2%
ISB
760
Iowa State Bank
Iowa
$5.34M +$190K +3,659 +4%
Pacer Advisors
761
Pacer Advisors
Pennsylvania
$5.33M +$627K +12,080 +14%
HAG
762
HighPoint Advisor Group
Illinois
$5.32M +$1.9M +36,646 +59%
PFPT
763
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.32M -$314K -6,063 -6%
BPM
764
Bowling Portfolio Management
Ohio
$5.3M +$786K +15,144 +19%
PP
765
Patten & Patten
Tennessee
$5.29M +$204K +3,930 +4%
ACM
766
Argyle Capital Management
Pennsylvania
$5.26M
NPC
767
National Planning Corporation
California
$5.25M -$216K -4,156 -4%
MCM
768
Maple Capital Management
Vermont
$5.25M +$811K +15,630 +20%
NEIRG
769
New England Investment & Retirement Group
Massachusetts
$5.25M -$12.7K -245 -0.3%
CIS
770
Capital International Sarl
California
$5.22M +$887K +17,100 +22%
CWM
771
Calamos Wealth Management
Illinois
$5.22M +$1.83M +35,323 +61%
OA
772
Oxbow Advisors
Texas
$5.22M -$206K -3,973 -4%
SIM
773
Sonora Investment Management
Arizona
$5.21M +$280K +5,391 +6%
RIM
774
Ranger International Management
Illinois
$5.2M
MSV
775
MN Services Vermogensbeheer
Netherlands
$5.2M +$73.3K +1,413 +1%

VZ Hedge Fund Activity: Q2 2016 in Review

1,919 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2016, worth a combined $148B — up 5.2% from $140B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VZ positions and 59 closed out — a net gain of 33 holders — while 887 added to existing stakes and 758 trimmed.

The largest buyer was Macquarie Group, adding an estimated $761M. The largest seller was Royal London Asset Management, cutting an estimated $2.72B.

  • 1,919 institutional investors held Verizon (VZ) as of Q2 2016, up from 1,903 in Q1 2016.
  • Funds reported $148B of Verizon stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 92 funds opened new Verizon positions in Q2 2016 and 59 closed out, a net change of +33 holders.
  • The largest Verizon buyer in Q2 2016 was Macquarie Group, an estimated $761M added.
  • The largest Verizon seller in Q2 2016 was Royal London Asset Management, an estimated $2.72B sold.

Based on aggregated 13F filings for Q2 2016.